A Nigerian stock market crash looms. Excessive bubbles fuelled by hype & weak oversight, recapitalization without real innovation or plans. Prices keep rising, but when the truth hits, many will lose big.

Microsoft, Google, Amazon, and Meta will spend over $400B on data centers in 2026. Wow.

Palantir $PLTR might be the most overvalued stock of all-time says "The Economist" 🚨🚨🚨

OpenAI launched ChatGPT three years ago. It's now a $500 billion company. Incredible.

JUST IN: BlackRock sells 490 $BTC worth $68.7 million.

JUST IN: Ark 21Shares sells 559.85 $BTC worth $64.4 million.

Something is seriously wrong here: For the first time in history, a NEW home in the US costs $33,500 LESS than an EXISTING home, per Reventure. Not even June 2005 saw such a large gap, right before the 2008 Financial Crisis. What is happening? Let us explain. (a thread)

Palantir is down 17% since this headline:

Palantir has officially entered bear market territory.

Asking Benjamin Netanyahu The Tough Questions Watch the full episode with Benjamin Netanyahu - בנימין נתניהו, right here on X.

JUST IN: Strategy Vice President and CFO Andrew Kang has sold $20,000,000 worth of $MSTR stock so far this month.

Bigger picture: capital is a commodity; deal flow isn’t. The real bottleneck is sourcing great opportunities early, then moving with speed and clarity. (Hear it from the guy who does deal by deal, backed by two family offices in the US.)

Do not be misled by anyone. It is more likely that you will become wealthy through a traditional job than through Forex trading.

It is more probable that you will become a millionaire through a traditional job, owning a business, or being a Forex teacher charging fees to sell hope to inexperienced Nigerian youths rather than through Forex trading. CFD trading is considered gambling.

9) Paypal $PYPL The sector is very competitive but PayPal is catching up with innovation under the new CEO. Moroever PayPal is cannibalizing its own shares with huge buybacks. At 13X Fwd PE is extremely attractive. Natan's fair value: ~$107 (+53%)

Bull markets have lasted 5x longer than bear markets on average. Bulls: +254% over 5 years 🐂 Bears: –31% over 1 year 🐻 Markets spend far more time growing wealth than destroying it. Why interrupting compounding is the biggest risk of all. Video: youtube.com/watch?v=9T34gi…

JUST IN: 🇺🇸 The odds of September interest rate cut drop to 75%.

NVIDA chips are manufactured by TSMC, a Taiwanese company. They're created using EUV lithography machines manufactured by ASML, a Dutch company. These machines consist of >50% of German parts (by value), in particular ZEISS optics.

Nvidia earnings: • Revenue: $46.74B vs $46.06B expected • EPS: $1.05 vs $1.01 expected

Nvidia $NVDA said sales to just one customer represented 23% of its total $46.7 Billion of revenue from the quarter Someone spent $10.75 Billion with Nvidia during the quarter 🤯